Client Services Officer/Office Administrator (Manager)

About Us

We are a growing Accounting and Financial Planning practice committed to delivering exceptional client service and tailored financial solutions. Our team prides itself on professionalism, accuracy, and strong relationships with clients. We are seeking an experienced and motivated Client Services Officer / Administrator to support our accountants and financial advisers in delivering a seamless client experience.

About the Role

As a Client Services Officer / Administrator, you will be the first point of contact for our clients and play a key role in ensuring smooth day-to-day operations of the practice. You’ll work closely with accountants and financial advisers to manage client communications, documentation, compliance processes, and administrative support.


Key Responsibilities

• Provide high-quality client service via phone, email, and in person.
• Manage client onboarding, file preparation, and maintenance of client records (Xero Practice Manager, ASIC, ATO portals, etc.).
• Assist with preparation and lodgement of tax returns, BAS, and financial planning documents.
• Schedule appointments and manage the advisers’ and accountants’ calendars.
• Prepare client correspondence, engagement letters, and reports.
• Process new applications, rollovers, insurance, and investment documentation for financial planning clients.
• Monitor and follow up outstanding information and compliance tasks.
• Handle general office administration including filing, scanning, and office supplies.
• Support the implementation of process improvements and client service initiatives
• Accounts Receivable function

Skills & Experience

• Previous experience in an accounting, bookkeeping, or financial planning office (preferred).
• Strong understanding of client service and administrative workflows in a professional environment.
• Proficiency in Microsoft Office Suite; experience with Xero Practice Manager, Adviser Logic/DASH or similar software v
highly regarded.
• Excellent written and verbal communication skills.
• High attention to detail, organisation, and confidentiality.
• Ability to manage multiple priorities and work independently in a fast-paced environment.

Qualifications

• Certificate or Diploma in Business Administration, Accounting, or similar (preferred but not essential).
• Previous experience in a professional services firm will be highly regarded.

What We Offer

• Supportive and friendly team environment.
• Opportunities for professional growth and training.
• Stable full-time role with long-term career prospects.
• Modern office conveniently located in [Underwood / Brisbane].


How to Apply

If you’re a motivated and organised professional with a passion for client service and administration, we’d love to hear from you.

Please submit your resume and a brief cover letter outlining your experience and why you’re the right fit for this role.